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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Warren Buffett
Berkshire Hathaway
16.68%
1-Year Est. Return
Bill Ackman
Pershing Square Capital Management
13.45%
1-Year Est. Return
Philippe Laffont
Coatue Management
96.54%
1-Year Est. Return
Ray Dalio
Bridgewater Associates
34.48%
1-Year Est. Return
Ken Griffin
Citadel Advisors
30.34%
1-Year Est. Return
Ken Fisher
Fisher Asset Management
31.6%
1-Year Est. Return
Leopold Aschenbrenner
Situational Awareness
334.5%
1-Year Est. Return
Jim Simons
Renaissance Technologies
45.56%
1-Year Est. Return
David Tepper
Appaloosa LP
44.55%
1-Year Est. Return
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % | Quarter Est. Return | 3 Year Est. Return | Holdings | Portfolio Turnover | |
|---|---|---|---|---|---|---|---|---|---|
| 2201 |
HS
2201
Hazelview Securities
Toronto,
Ontario, Canada
| $453M | +$258M | +133% | 6.58% | – | 46 | 13.04% |
|
| 2202 |
LWA
2202
Lenox Wealth Advisors
New York
| $453M | +$23.8M | +6% | 0.8% | 35.7% | 694 | 39.05% |
|
| 2203 |
SI
2203
Salesforce Inc
San Francisco,
California
| $452M | +$262M | +138% | 24.1% | 33.9% | 5 | 60% |
|
| 2204 |
SFG
2204
Sather Financial Group
Victoria,
Texas
| $452M | +$24.3M | +6% | 3.83% | 61.5% | 78 | 11.54% |
|
| 2205 |
TFA
2205
Transamerica Financial Advisors
St. Petersburg,
Florida
| $452M | -$225M | -33% | 2.3% | 57.2% | 538 | 19.89% |
|
| 2206 |
FIB
2206
First Interstate Bank
Billings,
Montana
| $452M | +$9.22M | +2% | 2.84% | 48.2% | 718 | 12.26% |
|
| 2207 |
KFM
2207
KG Funds Management
New York
| $451M | +$21.4M | +5% | 8.81% | 45.8% | 9 | 22.22% |
|
| 2208 |
JIP
2208
Jaffetilchin Investment Partners
Tampa,
Florida
| $450M | +$3.77M | +0.8% | 4.13% | 78.5% | 387 | 42.38% |
|
| 2209 |
LLC
2209
Latimer Light Capital
New York
| $449M | +$91.8M | +26% | 11% | 134% | 22 | 36.36% |
|
| 2210 |
BCVI
2210
Bain Capital Venture Investors
Boston,
Massachusetts
| $449M | +$249M | +125% | 20.1% | 82.1% | 5 | 40% |
|
| 2211 |
HEC
2211
Hudson Executive Capital
New York
| $449M | +$110M | +32% | 18.8% | 144% | 9 | 44.44% |
|
| 2212 |
CWM
2212
Cabot Wealth Management
Salem,
Massachusetts
| $449M | +$1.4M | +0.3% | 1.61% | 55.6% | 133 | 13.53% |
|
| 2213 |
CCM
2213
Cobalt Capital Management
Short Hills,
New Jersey
| $448M | -$33.9M | -7% | 5.8% | 180% | 57 | 57.89% |
|
| 2214 |
MRCP
2214
Maple Rock Capital Partners
Toronto,
Ontario, Canada
| $448M | +$46.3M | +12% | 4.9% | 323% | 21 | 42.86% |
|
| 2215 |
ST
2215
Sentinel Trust
Houston,
Texas
| $447M | -$26.2M | -6% | 2.44% | 79.2% | 125 | 22.4% |
|
| 2216 |
ICP
2216
Ironvine Capital Partners
Omaha,
Nebraska
| $447M | +$31.7M | +8% | 2.47% | 51.8% | 83 | 19.28% |
|
| 2217 |
BWM
2217
BerganKDV Wealth Management
Bloomington,
Minnesota
| $447M | +$81.5M | +22% | 0.99% | 27.9% | 660 | 66.52% |
|
| 2218 |
CCM
2218
Corsair Capital Management
New York
| $447M | -$91.7M | -17% | 0.41% | 368% | 70 | 34.29% |
|
| 2219 |
JMFC
2219
J.M. Forbes & Co
Boston,
Massachusetts
| $447M | +$17.3M | +4% | 4.23% | 95.1% | 109 | 3.67% |
|
| 2220 |
RI
2220
RPTC Inc
Jackson,
Wyoming
| $446M | -$144M | -24% | 5.39% | 69.5% | 14 | 0% |
|
| 2221 |
AF
2221
Arrow Financial
Glens Falls,
New York
| $445M | +$13.8M | +3% | 4.42% | 53.2% | 352 | 7.1% |
|
| 2222 |
SLG
2222
Stanley-Laman Group
Berwyn,
Pennsylvania
| $445M | +$6.22M | +1% | 2.94% | 82.9% | 285 | 15.79% |
|
| 2223 |
11A
2223
10-15 Associates
Goshen,
New York
| $445M | +$24.4M | +6% | 3.34% | 33% | 112 | 9.82% |
|
| 2224 |
AA
2224
Apriem Advisors
Irvine,
California
| $445M | +$35.3M | +9% | 2.41% | 62% | 449 | 68.82% |
|
| 2225 |
RIA
2225
RPG Investment Advisory
Pleasanton,
California
| $445M | +$7.74M | +2% | 3.7% | 123% | 365 | 20.55% |
|